Citigroup’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $252M | Buy |
2,613,850
+676,226
| +35% | +$62.6M | 0.16% | 176 |
|
|
2025
Q4 | $169M | Buy |
1,937,624
+885,905
| +84% | +$80.9M | 0.12% | 237 |
|
|
2025
Q3 | $99.7M | Sell |
1,051,719
-32,804
| -3% | -$3.06M | 0.07% | 388 |
|
|
2025
Q2 | $99.6M | Sell |
1,084,523
-41,811
| -4% | -$3.76M | 0.07% | 347 |
|
|
2025
Q1 | $104M | Sell |
1,126,334
-365,837
| -25% | -$31.7M | 0.08% | 316 |
|
|
2024
Q4 | $123M | Buy |
1,492,171
+502,259
| +51% | +$44.1M | 0.12% | 239 |
|
|
2024
Q3 | $89.3M | Sell |
989,912
-55,534
| -5% | -$4.74M | 0.08% | 311 |
|
|
2024
Q2 | $81.1M | Buy |
1,045,446
+447,900
| +75% | +$33.9M | 0.08% | 333 |
|
|
2024
Q1 | $42.9M | Buy |
597,546
+475
| +0.1% | +$32.8K | 0.05% | 555 |
|
|
2023
Q4 | $41.9M | Sell |
597,071
-409,792
| -41% | -$28.1M | 0.06% | 530 |
|
|
2023
Q3 | $65.2M | Buy |
1,006,863
+308,599
| +44% | +$21.4M | 0.09% | 331 |
|
|
2023
Q2 | $49.1M | Sell |
698,264
-331,841
| -32% | -$23.8M | 0.06% | 443 |
|
|
2023
Q1 | $71.7M | Buy |
1,030,105
+58,055
| +6% | +$3.91M | 0.1% | 303 |
|
|
2022
Q4 | $69.4M | Buy |
972,050
+126,795
| +15% | +$8.48M | 0.1% | 315 |
|
|
2022
Q3 | $57.5M | Sell |
845,255
-3,044
| -0.4% | -$231K | 0.08% | 342 |
|
|
2022
Q2 | $60.5M | Buy |
848,299
+179,636
| +27% | +$13.2M | 0.08% | 332 |
|
|
2022
Q1 | $48.5M | Sell |
668,663
-269,738
| -29% | -$18.3M | 0.05% | 520 |
|
|
2021
Q4 | $64.4M | Sell |
938,401
-560,688
| -37% | -$35.7M | 0.06% | 464 |
|
|
2021
Q3 | $92.9M | Buy |
1,499,089
+120,521
| +9% | +$7.76M | 0.09% | 312 |
|
|
2021
Q2 | $83.4M | Buy |
1,378,568
+361,516
| +36% | +$23.1M | 0.07% | 354 |
|
|
2021
Q1 | $63.2M | Buy |
1,017,052
+107,774
| +12% | +$6.45M | 0.06% | 406 |
|
|
2020
Q4 | $55.9M | Buy |
909,278
+48,922
| +6% | +$2.94M | 0.06% | 484 |
|
|
2020
Q3 | $46.6M | Buy |
860,356
+36,342
| +4% | +$1.94M | 0.06% | 482 |
|
|
2020
Q2 | $42.7M | Buy |
824,014
+205,941
| +33% | +$11.4M | 0.06% | 445 |
|
|
2020
Q1 | $33.5M | Sell |
618,073
-766,840
| -55% | -$48.6M | 0.06% | 502 |
|
|
2019
Q4 | $88.2M | Buy |
1,384,913
+938,594
| +210% | +$58.2M | 0.12% | 288 |
|
|
2019
Q3 | $27.6M | Sell |
446,319
-975,880
| -69% | -$56.6M | 0.04% | 750 |
|
|
2019
Q2 | $78.6M | Buy |
1,422,199
+229,669
| +19% | +$12.3M | 0.12% | 290 |
|
|
2019
Q1 | $61.6M | Buy |
1,192,530
+251,593
| +27% | +$12.3M | 0.12% | 322 |
|
|
2018
Q4 | $41.3M | Buy |
940,937
+332,863
| +55% | +$15.1M | 0.09% | 457 |
|
|
2018
Q3 | $26.5M | Buy |
608,074
+166,030
| +38% | +$7.65M | 0.05% | 678 |
|
|
2018
Q2 | $20.5M | Buy |
442,044
+71,807
| +19% | +$3.21M | 0.04% | 796 |
|
|
2018
Q1 | $16.5M | Sell |
370,237
-214,014
| -37% | -$9.5M | 0.03% | 895 |
|
|
2017
Q4 | $28.1M | Sell |
584,251
-248,766
| -30% | -$12.7M | 0.05% | 677 |
|
|
2017
Q3 | $40.9M | Buy |
833,017
+179,059
| +27% | +$8.68M | 0.08% | 478 |
|
|
2017
Q2 | $31.3M | Buy |
653,958
+6,953
| +1% | +$349K | 0.07% | 544 |
|
|
2017
Q1 | $32.2M | Buy |
647,005
+134,856
| +26% | +$6.66M | 0.07% | 536 |
|
|
2016
Q4 | $25.2M | Sell |
512,149
-4,561,751
| -90% | -$224M | 0.05% | 640 |
|
|
2016
Q3 | $260M | Buy |
5,073,900
+4,528,376
| +830% | +$238M | 0.57% | 57 |
|
|
2016
Q2 | $29.3M | Buy |
545,524
+334,741
| +159% | +$16.8M | 0.07% | 495 |
|
|
2016
Q1 | $10.9M | Sell |
210,783
-671,402
| -76% | -$32.7M | 0.03% | 947 |
|
|
2015
Q4 | $41.3M | Sell |
882,185
-728
| -0.1% | -$33K | 0.08% | 429 |
|
|
2015
Q3 | $39.5M | Sell |
882,913
-726,241
| -45% | -$31.9M | 0.08% | 419 |
|
|
2015
Q2 | $67.4M | Buy |
1,609,154
+459,396
| +40% | +$20M | 0.12% | 304 |
|
|
2015
Q1 | $50.9M | Buy |
1,149,758
+687,604
| +149% | +$32.7M | 0.1% | 359 |
|
|
2014
Q4 | $22.7M | Buy |
462,154
+375,999
| +436% | +$17.8M | 0.04% | 731 |
|
|
2014
Q3 | $3.76M | Sell |
86,155
-6,661
| -7% | -$293K | 0.01% | 2061 |
|
|
2014
Q2 | $4.21M | Sell |
92,816
-10,794
| -10% | -$477K | 0.01% | 1937 |
|
|
2014
Q1 | $4.55M | Sell |
103,610
-122,134
| -54% | -$5.12M | 0.01% | 1783 |
|
|
2013
Q4 | $9.28M | Sell |
225,744
-547,810
| -71% | -$22.6M | 0.02% | 1311 |
|
|
2013
Q3 | $31.9M | Sell |
773,554
-201,426
| -21% | -$8.68M | 0.06% | 533 |
|
|
2013
Q2 | $43M | Buy |
+974,980
| New | +$44.8M | 0.08% | 372 |
|
Other funds holding SO
VCM
VPM
